Adding Additional People to a Previously Created DemoBoard

Add new recipients to an existing DemoBoard

When you forgot to include a stakeholder, or when your champion asks you to loop in a colleague, you can add new recipients to a DemoBoard you've already created. This keeps all of the organization's engagement under a single Demolytics record — much cleaner than creating a duplicate DemoBoard for the same company.

Step-by-step

• Open Track DemoBoards (DemoBoards menu).
• Search for the organization or DemoBoard.
• Hover the row, click the link icon in the Actions column. The Edit DemoBoard page opens.
• In the Recipient Information section, click the orange + icon.
• Add the new recipient's email, name, and (optionally) title.
• Scroll down and click Save.
• Copy the DemoBoard link and send it to the new recipient via email or your usual outreach.

Track DemoBoards — the link icon in the Actions column opens Edit DemoBoard, where you can add recipients.

Why this is better than creating a new DemoBoard

• All Demolytics for the organization stay together.
• You can see every stakeholder's engagement in one place.
• No duplicate "DemoBoards for the same org" cluttering your reports.